7:30am – 8:30am

Breakfast

8:30am – 8:35am

Argyle Executive Forum Opening Remarks

8:35am – 9:05am

"Health Care - The Road Ahead"

Now that reform is law, what are the market implications and how will they impact business development opportunities?

Joseph Zubretsky
Executive Vice President & Chief Financial Officer
Aetna Inc.

9:10am – 9:40am

“The Landmines and Bright Spots Ahead for Healthcare Investors”

Jonathan Korngold
Managing Director
General Atlantic, L.L.C.

Interviewed by:
Steven Epstein
Member of the Firm
Epstein Becker & Green, P.C.

9:45am – 10:00am

Thought Leadership Spotlight Presented by Epstein Becker & Green

"Hot Topics in Health Reform"

Lynn Shapiro Snyder
Senior Member
Epstein Becker & Green, P.C.

10:05am – 10:55am

Panel Discussion Presented by PwC

"Sector Focus- What’s Hot in the Healthcare Space?”

Session Topics include but are not limited to:

• Investment in emerging markets- which emerging markets provide the best opportunities? What types of investments will see the most ROI in emerging markets over the next 12-24 months? 
• Investment in pharmaceuticals and biotechnology
• How has the recent uptick in M&A within the sector created additional investment opportunities in pharma and biotech? 
• Investing in hospitals and healthcare facilities 
• Healthcare IT 
• Other hot sectors

Moderator:
Steven Elek
Partner-in-Charge, Healthcare Transaction Services
PwC

Panelists:
Dr. Cliff  Bleustein
Director
PwC

James L. Elrod, Jr.
Managing Director
Vestar Capital Partners

Christopher W. Kersey
Managing Member
Camden Partners

Michael Kluger
Managing Director
Altaris Capital Partners

Alexander S. Preker
Head of the Health Industry Group and Health Investment Policy Analysis
Investment Climate Department of the World Bank Group

10:55am – 11:20am

Coffee Break

11:20am – 11:40am

Thought Leadership Spotlight Presented by A.T. Kearney

"Pharma's Transformation Imperative"

Carol Cruickshank
Vice President & Partner
A.T. Kearney

11:45am – 12:35pm

Panel Discussion Presented by Waller Landsen 

"Strategic Considerations for Deal Makers in Today’s Healthcare Environment”

Session topics include but are not limited to:

• What criteria are and should be involved in the selection of a target? 
• What sub-sectors of healthcare do you anticipate seeing the most activity in over the next 12-24 months? 
• Evaluating the value and risk of the investment- by what standards do you measure the value of your investment and what factors determine the calculation of risk?
• Has your approach to due diligence changed over the past year? What factors have taken the fore front and what factors have taken a back seat when determining the value/risk assessment of a target company? 
• Best practices for managing your investment to maximize ROI 
• What were the drivers behind your firm’s strategy in 2010? How will that strategy differ in 2011? Why? 

Moderator:
Hunter Rost
Partner
Waller Lansden

Panelists:
Robert A. Cucuel, Jr.
Operating Partner
Kohlberg & Company, L.L.C.

Harris Hyman IV
Senior Principal
Flexpoint Ford

Stephen Krupa
Managing Member
Psilos Group Managers, LLC

John R. Leone
Partner
Paul Capital Partners

12:35pm – 12:50pm

Thought Leadership Spotlight Presented by Infosys BPO

“Using BPO to Create Value in the Era of Healthcare Reform” 

Ashu Tandon
Head - Healthcare & Life Sciences BPO
Infosys

12:50pm – 1:50pm

Lunch

1:50pm – 2:35pm

Panel Discussion

“The Private Equity Perspective on Healthcare Deals”

Session topics include but are not limited to:

• What are private equity investors looking for? What are they looking to avoid?
• Discussion on the bottom line- debt levels vs. ROI?
• Strategic partnerships and joint ventures within healthcare investment - new ways to capitalize on untraditional M&A

Moderator:
Christopher W. Kersey
Managing Member
Camden Partners

Panelists:
C. Taylor Cole, Jr.
Managing Director
Charterhouse Group

Christopher McFadden
Managing Director
Health Evolution Partners

Ali Satvat
Principal, Co-head Global Medical Products and Devices
Apax Partners

2:35pm – 3:00pm

Coffee Break

3:00pm – 3:30pm

“Distressed Investing in Healthcare”

Nathaniel M. Zilkha
Co-Head of Special Situations Investing
Kohlberg Kravis Roberts & Co.

Interviewed by:
David Snow
Editor in Chief & Director
PEI Media

3:35pm – 4:05pm

"Transformational Strategy Implementation in Healthcare through Business Development"

Mark Mlotek
EVP Corporate Business Development
Henry Schein, Inc.

4:05pm – 4:10pm

Argyle Executive Forum Closing Remarks

4:10pm – 5:10pm

Closing Reception

 

* Please note agenda is subject to change